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Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
951
Independence Bank of Kentucky
Kentucky
$49K
SSG
952
Summit Securities Group
New York
$48K -$23.1K -274 -34%
SCA
953
Stonebridge Capital Advisors
Minnesota
$46.9K
CAL
954
Capital Advisors Ltd
Ohio
$46K +$28.3K +336 +183%
CPG
955
Cornerstone Planning Group
New Jersey
$45.8K +$43.4K +515 New
BTI
956
Blue Trust Inc
Georgia
$45K -$152K -1,806 -77%
BAM
957
Bosun Asset Management
Illinois
$44.5K +$42.1K +500 New
OC
958
Oakworth Capital
Alabama
$43.3K +$8.43K +100 +26%
FCB
959
First Command Bank
Texas
$42.5K +$2.53K +30 +7%
FCFS
960
First Command Financial Services
Texas
$42.5K +$2.53K +30 +7%
RMC
961
Resources Management Corp
Connecticut
$41K +$12.5K +148 +47%
LS
962
Livforsakringsbolaget Skandia
Sweden
$40.6K
AF
963
Advisornet Financial
Minnesota
$40.3K -$12.6K -149 -25%
SWA
964
Sutton Wealth Advisors
Florida
$38.3K
USB
965
Union Savings Bank
Connecticut
$37.4K +$34.6K +411 New
AAP
966
Arax Advisory Partners
Colorado
$37.1K +$84 +1 +0.2%
FFA
967
Farther Finance Advisors
California
$36.2K +$3.2K +38 +10%
TFM
968
TFC Financial Management
Massachusetts
$36.1K -$9.6K -114 -22%
NIC
969
Northwest Investment Counselors
Oregon
$36.1K
GI
970
Gradient Investments
Minnesota
$36K +$3.88K +46 +13%
CFG
971
CKW Financial Group
Hawaii
$36K
CB
972
Community Bank
New York
$35.6K
CWM
973
CarsonAllaria Wealth Management
Illinois
$35.1K
ETC
974
Exchange Traded Concepts
Oklahoma
$35.1K +$17.3K +205 +108%
HFM
975
Harvest Fund Management
China
$35K